As an experienced freelance journalist, I comprehend the challenges of handling projects. Activecampaign Vs Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I have actually experimented with different tools to enhance my workflow and improve efficiency. One tool that has genuinely reinvented my hiring process. In this article, I will delve into the benefits of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to use Activecampaign Vs Streak Crm for your client relations collaboration communication and a lot more so let’s enter it to start with you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete beginner it will assist you tailor a perfect process for your group and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s totally totally free so as soon as you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be included all right it’s done and now it is adding to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll simply sign in ensure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have different options to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will provide your stage a name let’s state that you actually wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select various colors for each of the stages but I believe all of these are in fact currently created so this is in fact pretty impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are type of like the same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail email tracking job calls and meetings so I do not see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here all right email thread count close date all right business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have produced by date created fans and more so I actually wish to go for the created.
by or possibly the followers since I want to keep track of my staff member that are in fact following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of options available within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t want to go for these sales if I made with jobs then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also offer it different different colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and custom So within our assistance you can see we have inbound appointed working on fixed and noise this is actually respectable and we likewise have customized where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have handle phase or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have actually one lead produced let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just merely click on new now when you create a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can in fact click get in and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can really develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can begin for free by just adding the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I have actually dealt with numerous clients, handled multiple jobs concurrently, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my quest for an option, I explored various platforms however found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who greatly count on e-mail communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and monitor the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from lead generation to project completion.
You can classify contacts, develop custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential emails, and team up in real-time, improving productivity and ensuring everybody stays on the same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and substantial designer documentation, making it easy to integrate with other tools and build custom-made solutions.
This flexibility enables independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to release.
You can produce customized stages for different advancement phases, assign jobs to staff member, and track development effectively.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, reducing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
offers a more cost effective service, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
Conclusion:.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. offers a inexpensive and instinctive option that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.